How do I update my data?

OrgPlus RealTime Express is a file-based application that can create org charts by importing and/or modifying a spreadsheet. We recommend that you download the sample data and use this file as a template to create or modify your chart.

1. Click the gear icon in the left navigation.

OrgPlus-RealTime-Express-Workspace

2. Click the Download Employee Data icon.

OrgPlus-RealTime-Express-Admin-Download-Data

3. Edit the spreadsheet with your company’s employee data.

  • We highly recommend that you do not edit the spreadsheet’s column headers
  • Important: Every employee must have a unique Person ID
  • The Supervisor ID determines the chart hierarchy
  • Leave the Supervisor ID blank for the employee at the top of your chart
  • Save the file in a convenient location

OrgPlus-RealTime-Express-Data-Source-File

4. Click the Update Employee Data button.

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5. Click Browse and select the updated file.

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6. Click Save. Wait a few moments as the data refreshes.

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7. Click the Workspace icon to view the changes.

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8. Should you need additional help watch the following video tutorial.